401(k) · DOL Form 5500 · 2023

Sandler, Rosengarten, Denis & Berger LLP 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
8
Participants Small participant base
53rd
Percentile by assets National rank
$980,622
Avg per participant High balance/head
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Official DOL plan name: Sandler, Rosengarten, Denis & Berger 401(k) Plan · Sponsored by Sandler, Rosengarten, Denis & Berger LLP · New York · Professional & Technical Services

$8M in assets, 8 participants

Sandler, Rosengarten, Denis & Berger LLP's Sandler, Rosengarten, Denis & Berger 401(k) Plan reported $8M in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #10,526 in Professional & Technical Services (20,321 peers)

2023 asset change

Sandler, Rosengarten, Denis & Berger 401(k) Plan grew sharply 30.0% in 2023 ($6M → $8M) for 8 participants.

#10,526
in Professional & Technical Services (20,321 peers)
+30.0%
assets growth YoY

Sandler, Rosengarten, Denis & Berger 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Sandler, Rosengarten, Denis & Berger 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$7,844,979 Top 47% higher than 53% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Sandler, Rosengarten, Denis & Berger 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sandler, Rosengarten, Denis & Berger 401(k) Plan is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sandler, Rosengarten, Denis & Berger 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Sandler, Rosengarten, Denis & Berger 401(k) Plan end-of-year assets rose from $6M in the plan year 2022 filing to $8M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 132843929 · Sandler, Rosengarten, Denis & Berger LLP PY 2023 · 401(k)

Sandler, Rosengarten, Denis & Berger 401(k) Plan · $8M · 8 · 53rd

  • TYPE $8M
  • TYPE 8
  • TYPE 53rd
  • TYPE 401(k)
  • TYPE near Viewrail Holdings, Inc. 401(k) Plan
  • TYPE ind #10526

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Professional & Technical Services retirement plans → · Plans in New York →

Sandler, Rosengarten, Denis & Berger 401(k) Plan in the asset neighbourhood

Ceres Environmental Services 401(k) Profit Sharing PlanCeres Environmental Services…$8MSandler, Rosengarten, Denis & Berger 401(k) PlanSandler, Rosengarten, Denis …$8MViewrail Holdings, Inc. 401(k) PlanViewrail Holdings, Inc. 401(…$8MRyzen Solutions 401(k) Profit Sharing Plan & TrustRyzen Solutions 401(k) Profi…$8MBloom Insurance Agency, LLC Retirement PlanBloom Insurance Agency, LLC …$8M
End-of-year total assets ($M) among Sandler, Rosengarten, Denis & Berger 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Sandler, Rosengarten, Denis & Berger LLP years around the 2023 move

Sponsor-wide plan assets over time

All Sandler, Rosengarten, Denis & Berger LLP plans reported in each filing year

Latest sponsor-wide plan assets
$6M 0.3971846031202226% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $6.04M $6.01M ▼ -0.5%
Year Plans Participants Total Assets
2022 1 8 $6M
2023 1 8 $8M
2024 1 7 $6M

2023 asset-move particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8M
Net Income$2M
Employer EIN132843929
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Sandler, Rosengarten, Denis & Berger 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Sandler, Rosengarten, Denis & Berger 401(k) Plan, Total assets ($B): 0.007844979 · Participants: 8Sandler, Rosengarten, Denis & Berger 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Sandler, Rosengarten, Denis & Berger 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Sandler, Rosengarten, Denis & Berger 401(k) Plan side-by-side with 3 peers →

Sandler, Rosengarten, Denis & Berger 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Viewrail Holdings, Inc. 401(k) Plan in IN ($8M); by covered participants it is Burke Optometry, Inc. 401(k) Plan in CA (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Sandler, Rosengarten, Denis & Berger 401(k) Plan assets move in 2023? ▼
Sandler, Rosengarten, Denis & Berger 401(k) Plan grew sharply - up 30.0% during 2023, from $6M to $8M. Reported net income was $2M.
How have Sandler, Rosengarten, Denis & Berger LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sandler, Rosengarten, Denis & Berger LLP's sponsor-wide assets declined 0.4%, from $6M to $6M.
Which 401(k) plans are similar in size to Sandler, Rosengarten, Denis & Berger 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Viewrail Holdings, Inc. 401(k) Plan in IN ($8M, 309 participants).
Which 401(k) plans cover a similar participant headcount to Sandler, Rosengarten, Denis & Berger 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Burke Optometry, Inc. 401(k) Plan in CA (8 participants, $263K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 132843929.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.